Any info about Iomega (IOM)? Message Board

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Non-Tech : Any info about Iomega (IOM)?

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To: Dale Stempson who wrote (42504)	1/5/1998 11:07:00 PM
From: Gary Wisdom	Read Replies (1) of 58324

Dale, thanks for the thoughtful analysis. A few points: Regarding the OEM/VAR mix, you are correct. Regarding Jaz sales increasing at the same rate as Zips, I do not include that in my analysis. In fact, my Jaz sales projections are very modest. Regarding 2.5 vs. 3.0 Zips sold, I don't know. Regarding the cost reductions from economies of scale, remember that the benefits from the Malaysia conversion will be realized fully the first time in Q4. In sum, I know that I'm on the high side. I'm an optimist. Put your numbers on the board. It'll be fun to see who's the best "analyst". It certainly isn't the ones that work on the Street.

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